WealthShield Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
5,119
+124
| +2% | +$65.4K | 0.33% | 89 |
|
|
2025
Q1 | $2.54M | Buy |
4,995
+374
| +8% | +$190K | 0.33% | 90 |
|
|
2024
Q4 | $2.3M | Sell |
4,621
-30
| -0.6% | -$14.9K | 0.33% | 88 |
|
|
2024
Q3 | $2.4M | Buy |
4,651
+219
| +5% | +$113K | 0.33% | 90 |
|
|
2024
Q2 | $1.98M | Buy |
4,432
+482
| +12% | +$215K | 0.3% | 91 |
|
|
2024
Q1 | $1.68M | Sell |
3,950
-71
| -2% | -$30.2K | 0.27% | 109 |
|
|
2023
Q4 | $1.77M | Sell |
4,021
-1,825
| -31% | -$804K | 0.29% | 98 |
|
|
2023
Q3 | $2.14M | Buy |
5,846
+823
| +16% | +$301K | 0.32% | 84 |
|
|
2023
Q2 | $2.01M | Buy |
5,023
+169
| +3% | +$67.8K | 0.3% | 83 |
|
|
2023
Q1 | $1.67M | Buy |
4,854
+174
| +4% | +$60K | 0.27% | 101 |
|
|
2022
Q4 | $1.57M | Buy |
4,680
+745
| +19% | +$250K | 0.3% | 94 |
|
|
2022
Q3 | $1.2M | Buy |
3,935
+178
| +5% | +$54.4K | 0.24% | 109 |
|
|
2022
Q2 | $1.27M | Buy |
3,757
+530
| +16% | +$179K | 0.25% | 102 |
|
|
2022
Q1 | $1.32M | Buy |
3,227
+2,179
| +208% | +$894K | 0.21% | 114 |
|
|
2021
Q4 | $495K | Buy |
1,048
+61
| +6% | +$28.8K | 0.08% | 192 |
|
|
2021
Q3 | $420K | Sell |
987
-263
| -21% | -$112K | 0.11% | 159 |
|
|
2021
Q2 | $513K | Buy |
1,250
+61
| +5% | +$25K | 0.08% | 165 |
|
|
2021
Q1 | $420K | Sell |
1,189
-347
| -23% | -$123K | 0.08% | 171 |
|
|
2020
Q4 | $505K | Sell |
1,536
-1
| -0.1% | -$329 | 0.09% | 172 |
|
|
2020
Q3 | $554K | Sell |
1,537
-191
| -11% | -$68.8K | 0.19% | 116 |
|
|
2020
Q2 | $569K | Sell |
1,728
-860
| -33% | -$283K | 0.26% | 91 |
|
|
2020
Q1 | $634K | Sell |
2,588
-326
| -11% | -$79.9K | 0.39% | 61 |
|
|
2019
Q4 | $796K | Buy |
2,914
+244
| +9% | +$66.7K | 0.39% | 55 |
|
|
2019
Q3 | $654K | Buy |
2,670
+297
| +13% | +$72.7K | 0.35% | 61 |
|
|
2019
Q2 | $541K | Buy |
2,373
+958
| +68% | +$218K | 0.31% | 67 |
|
|
2019
Q1 | $298K | Buy |
+1,415
| New | +$298K | 0.17% | 107 |
|
|
2018
Q4 | – | Sell |
-1,411
| Closed | -$276K | – | 278 |
|
|
2018
Q3 | $276K | Sell |
1,411
-72
| -5% | -$14.1K | 0.16% | 101 |
|
|
2018
Q2 | $302K | Hold |
1,483
| – | – | 0.18% | 86 |
|
|
2018
Q1 | $283K | Buy |
1,483
+68
| +5% | +$13K | 0.18% | 90 |
|
|
2017
Q4 | $239K | Buy |
+1,415
| New | +$239K | 0.15% | 114 |
|